D

David Gonzales

7 aylar önce

I recently used the services of this company and f...

I recently used the services of this company and found that the level of communication and follow-up was inconsistent. While some team members were helpful and responsive, others seemed disengaged. The advice provided was generally sound, but there were some instances where I felt the recommendations were not personalized to my specific financial situation. The website was user-friendly, but I would have appreciated more educational resources to better understand the investment options. Overall, my experience was average, and I feel that there is room for improvement in terms of consistency and personalization in their services.

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